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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: GRANOLA who wrote (130666)6/3/1999 9:24:00 AM
From: eddie foree  Respond to of 176387
 
i saw the interview...it was just another ignorant uninformed quick answer with no substance from a no brain person typical of those who for some reason get on tv...i turned it off again for the day...



To: GRANOLA who wrote (130666)6/3/1999 9:26:00 AM
From: Jill  Respond to of 176387
 
Granola,

I think there is no Y2K, just emperor's old clothes (I believe the inudstry already discovered this awhile ago).

Jill



To: GRANOLA who wrote (130666)6/3/1999 9:30:00 AM
From: Lee  Read Replies (2) | Respond to of 176387
 
GR,..Re:.come Q4, dell should get a surge in orders as cos scramble to implement y2k solns...no?

I seem to remember either MSD or someone else at Dell is expecting a pickup in orders from small businesses that have waited till the last minute to insure Y2K compliance. I think it was MSD at the CEO conference in Williamsburg but I can't find the interview transcript.

Regards,

Lee



To: GRANOLA who wrote (130666)6/3/1999 9:33:00 AM
From: Ian@SI  Respond to of 176387
 
G.,

Y2K is so overhyped it would be almost impossible to get a rational view. In part, the 1998-99 coverage is a press event.

This issue has been hitting IT for decades. The problem becomes apparent when programs first work with dates from different centuries.

So Pension calculation programs got fixed a few decades ago. Similarly, financial programs dealing with long term mortgages or bonds or ... got fixed a couple decades ago; programs dealing with multi year contracts got fixed a few years ago; and on and on and on.

Some of the media are now bringing out stories where companies are saying it's done and it was smaller than anticipated.

In any case, programs fail on a regular basis. That's part of the reason that companies have huge budgets for maintenance and large staffs of maintenance programmers. While Y2K is difficult to permanently fix, it's very easy to put in a "temporary patch" that will bypass the problem for a few more decades. Hopefully, before the patch wears out, the programs will finally be replaced.

In short, life goes on. Some companies will be all consumed with their Y2K efforts. Most will not.

My guess is that it won't be far off business as usual for companies such as Dell. But the Y2K consultants will have made a mint having overhyped the issue and hoodwinked the media.

If you look at a chart for ViaSoft(VIAS), you'll see what the informed investors think of the Y2K issue.